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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,307 | $85,766+53.1% | $136,298-3.7% | $70,126+87.2% |
| Participation rate | 70.6% | 74.2%-3.6pp | 81.9%-11.3pp | 69.5%+1.0pp |
| Annual return | 21.63% | 31.46%-9.8pp | 5156.27%-5134.6pp | 73.15%-51.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,822 | $5,051+94.5% | $6,247+57.2% | $3,332+194.8% |
| Admin fee / account holder | $14,918 | $5,421+175.2% | $9,244+61.4% | $4,645+221.1% |